401(k) · DOL Form 5500 · 2022

Kahler & Associates, PC Kathy L. Kahler, Cpa 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
28th
Percentile by assets National rank
$677,412
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Kahler & Associates, PC 401(k) Plan · Sponsored by Kahler & Associates, PC Kathy L. Kahler, Cpa · Maryland · Professional & Technical Services

$1M in assets, 2 participants

Kahler & Associates, PC Kathy L. Kahler, Cpa's Kahler & Associates, PC 401(k) Plan reported $1M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 28th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #5,321 in Professional & Technical Services (21,562 peers)

Kahler & Associates, PC Kathy L. Kahler, Cpa multi-year trail

Kahler & Associates, PC Kathy L. Kahler, Cpa's plans moved +32.4% in assets from 2022 to 2024; this filing shows Kahler & Associates, PC 401(k) Plan at $1M / 2 participants.

#5,321
in Professional & Technical Services (21,562 peers)
-7.0%
assets change YoY

The plan reported a net loss of $101K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Kahler & Associates, PC 401(k) Plan among the smaller filed plans by assets

Kahler & Associates, PC 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$1,354,824 28th percentile higher than 28% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Kahler & Associates, PC 401(k) Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kahler & Associates, PC 401(k) Plan is a micro filing (2 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 521961480 · Kahler & Associates, PC Kathy L. Kahler, Cpa PY 2022 · 401(k)

Kahler & Associates, PC 401(k) Plan · $1M · 2 · 28th

  • BOOK $1M
  • BOOK 2
  • BOOK 28th
  • BOOK 401(k)
  • BOOK near Park Pointe Realty, Inc. 401(k) Profit Sharing Plan
  • BOOK ind #5321

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in Maryland →

Kahler & Associates, PC 401(k) Plan in the asset neighbourhood

Kahler & Associates, PC 401(k) PlanKahler & Associates, PC 401(…$1MPark Pointe Realty, Inc. 401(k) Profit Sharing PlanPark Pointe Realty, Inc. 401…$1MReiland Holdings Inc. 401(k) PlanReiland Holdings Inc. 401(k)…$1MHobbs Bonded Fibers NA, LLC 401(k) PlanHobbs Bonded Fibers NA, LLC …$1MAir China Limited 401(k) Plan$1M
End-of-year total assets ($M) among Kahler & Associates, PC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Kahler & Associates, PC Kathy L. Kahler, Cpa multi-year asset trail

Sponsor-wide plan assets over time

All Kahler & Associates, PC Kathy L. Kahler, Cpa plans reported in each filing year

Latest sponsor-wide plan assets
$2M 32.35512509373911% vs 2022
2024 filing year
$1.2M$1.4M$1.6M$1.8M$2M 202220232024 $1.35M $1.79M ▲ +32.6%
Year Plans Participants Total Assets
2022 1 2 $1M
2023 1 2 $2M
2024 1 2 $2M

Kahler & Associates, PC Kathy L. Kahler, Cpa filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$101K
Employer EIN521961480
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Maryland

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Kahler & Associates, PC 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -1001020304050 Total assets ($B) Participants Kahler & Associates, PC 401(k) Plan, Total assets ($B): 0.001354824 · Participants: 2Kahler & Associates, PC 401(k) PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 43.624690273 · Participants: 87666Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 8.25929933 · Participants: 82576Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 3.651080244 · Participants: 6107T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.260404321 · Participants: 2819Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 1.938654635 · Participants: 74729Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
Kahler & Associates, PC 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants

Kahler & Associates, PC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Park Pointe Realty, Inc. 401(k) Profit Sharing Plan in ID ($1M); by covered participants it is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Kahler & Associates, PC 401(k) Plan assets move in 2022?
Kahler & Associates, PC 401(k) Plan pulled back noticeably - down 7.0% during 2022, from $1M to $1M. Reported net income was -$101K.
How have Kahler & Associates, PC Kathy L. Kahler, Cpa plan assets changed over time?
Across 3 plan years on file (2022-2024), Kahler & Associates, PC Kathy L. Kahler, Cpa's sponsor-wide assets grew 32.4%, from $1M to $2M.
Which 401(k) plans are similar in size to Kahler & Associates, PC 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Park Pointe Realty, Inc. 401(k) Profit Sharing Plan in ID ($1M, 15 participants).
Which 401(k) plans cover a similar participant headcount to Kahler & Associates, PC 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants, $162K in assets).